How can I profile or analyse my organisation's donor base?

ExpensePlus can help your charity or church to understand the profile of your donor base in detail.

For instance, when it comes to effective risk management there is a huge difference between the following scenarios:

• Charity with £100,000 income coming from one donor
• Charity with £100,000 income, where 50 donors contribute an aggregate total of £5,000 per annum and 1 donor contributes £95,000 per annum
• Charity with £100,000 income where givings is fairly evening split between 50 parties.

Without profiling and analysis, all 3 of these scenarios could be reported within management reports and accounts as purely £100,000 donation income.

Within ExpensePlus, the Monthly Comparison (Summary Totals) report shows your donor profile.

You can easily see donation ranges, the total given within each dontion range, and the number of donors in that range.

You can change the number of ranges and amounts of each range by clicking on 'customise'.

You can also filter the report by:

• donation method
• donor tag

The report is anonymised and is therefore a brilliant report to show organisational leaders who can't see the names of donors but do need to understand the financial health and sustainability of your organisation.

To better understand the Manage Donors module, please view the module overview here.